User Management


Overview

This Section will help you to create & manage users.

User Roles & Permission

There are 4 kinds of users. 1) Admin (With SMS), 2) Admin (Without SMS), 3) Privileged User and 4) Normal User.
   
1. Admin (With / Without SMS)
  All Admins are able to edit and manage Public/Private Contacts, Application Message History, Unsubscribe List and Application Settings.
  Admin (With SMS) will be able to perform basic SMS functions (i.e. sending and receiving SMS) on top of the above.
 
2. Privileged User*
  Privileged Users are able to perform basic SMS functions and maintain their own Private Contacts.
  SMS sent by Privileged Users will be of 'High' Priority.
 
3. Normal User*
  Normal Users are able to perform basic SMS functions and maintain there own Private Contacts.
   
4. Application Message History*
  Normal Users and Administrators are able to access Application message history.
   
*All Registered Users must be granted 'SMS Access' when being added to the system (See Add Users).
   

Add Users




   
1. Go to Admin> Manage User
2. Click on the New User button
3. Type in the necessary information
  Name , Password , Email & Mobile are compulsory fields. Email will be used for sending password if the user forgets his password. In addition, any incoming SMS will be forwarded to the user's email address.
4. SMS Quota: Leave it as 0 for unlimited using. Otherwise, you can put in any numbers to limit the usage.
5. Click on Submit button.
  Note: To continue adding another user, click on Add another button.
Go to the contacts view to check out for the newly added contact.
   
  Optional Fields
  Sender ID: If your CustomSenderIDrule has been configured as Database, you will need to provide the Sender ID for each user.
  SMS Header: The value will append to the front of all the outgoing SMS content of current user.
  SMS Footer: The value will append to the end of all the outgoing SMS content of current user.

Import Users

 
This function is not applicable for Active Directory Authentication.
1. Go to Admin > Import Users
2. Browse for the Microsoft Excel file and indicate the worksheet.
  Note: You can change the worksheet name from Sheet1 to other names you have specified in your Excel file. Only Microsoft Excel file format is acceptable for the import function.
3. Click on Upload button.
4. Select the fields you want to import.
  Note: The order of the fields you will specify should relate to the order of the columns in your Excel file. If you have 5 columns in your Excel file, you need to specify 5 fields to be used. UserName, Password, MobileNumber & EmailAddress are mandatory fields.
5. Then, click on Import button.
   

Manage Users


   
Edit Users
1. Go to Admin > Manage Users
2. Click on the Edit icon to edit the one's profile.
3. Now you can edit the Users' Particulars.
4. The procedure is similar to adding a new User. Make the necessary changes and click on Submit button.
   
Delete Users
1. Go to Admin > Manage Users
2. Click on the Delete icon corresponding to the user you want to delete.
3. You will be prompted before the system deletes the user.
4. For multiple delete, check the boxes of the user and click Delete Selected button.
 
Search Users
1. Go to Admin > Manage Users
2. Just -Select One- on the search type.
3. Type in the keyword.
4. Click on the Filter button.
   

Reset Quota
   
1. Go to Admin > Manage Users
2. Select the user(s) you want to reset by ticking the checkbox in front of each user record.
3. Then you can reset the SMS usage counter for the selected user(s) by clicking the Reset Selected button or you can reset for all users by clicking Reset All button.
4. You will be prompted before the system reset the SMS usage counter to 0 for the selected user(s).
   

Reset User Password

   
If you are using Active Directory Membership, this function is not applicable.
1. Go to Admin > Manage Users
2. Click on the Edit icon .
3. Click on the Reset Password.
4. Windows will prompt you to confirm your action. An email will be sent to the user whom you have requested for the Password change.
   
   

Unlock User from Password Lock
 
 
If you are using Active Directory Membership, this function is not applicable.
1. Go to Admin > Manage Users
2. A locked user will be indicated by a icon to the left of the Active Users List.
3. To unlock a locked user, click on the icon. Windows will prompt you to confirm your action.
   

Activate / Deactivate Users
 
1. Go to Admin > Manage Users
2. Click on the Edit icon .
3. To Activate a user, check the Account Active checkbox.
4. To Deactivate a user, uncheck the Account Active checkbox. Deactivated users will not be able to access their accounts.
5. Click on Submit button after making the changes.
 

Delete Users
 
 
1. Go to Admin > Manage Users
2. Click on the Delete icon , or select users and click the button.
3. Deleted Users will be shown in the Deleted Users List at the bottom of the Manage Users page.
4. To move Deleted Users back to the Active Users List, select the user and click Remove Selected from Deleted List button.